JFA
JNBA Financial Advisors Portfolio holdings
AUM
$1.04B
This Quarter Return
+7.22%
1 Year Return
+13.36%
3 Year Return
+46.06%
5 Year Return
+82.07%
10 Year Return
+153.44%
AUM
$819M
AUM Growth
+$819M
(+10%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
40.92%
Holding
905
New
156
Increased
189
Reduced
130
Closed
58
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.16% |
| 2 | Financials | 3.6% |
| 3 | Industrials | 2.59% |
| 4 | Healthcare | 2.53% |
| 5 | Consumer Discretionary | 1.34% |